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Navigating in the System

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Navigating in the System NAVIGATING IN THE SYSTEM Chapter 2 AUTHORIZED REQUESTERS AND AUTHORIZED APPROVERS CHAPTER 2 Bowie State University September 2010 BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 2 - NAVIGATING IN THE SYSTEM 1 BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 2 - NAVIGATING IN THE SYSTEM 2 NAVIGATING IN THE SYSTEM Overview Being able to navigate in Peoplesoft is essential. After signing on to PeopleSoft, the system displays a homepage with menu navigation and a universal navigation header. The browser-based navigation is designed to allow you to access your pages using the menu pagelet with navigation pages or by using drop-down menus. There is also a search feature on the menu that you can use to find your Chapter 2 page. The folder drilldown structure is the primary means of getting around your PeopleSoft application. This structure collapses and expands based on your selections. The main level, also known as Home is a blank page allowing you to access previously used pages from Favorites or to open the Main Menu . You also have access to two bookmarks that allow you to make changes based on your own preferences: Change My Password and My System Profile . You can reset your own password. Objectives By the end of this chapter, you will be able to: • Navigate in Peoplesoft. • Access a page or component. • Use a link to access related pages. • Open pages. • Save pages. BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 2 - NAVIGATING IN THE SYSTEM 3 Navigation The PeopleSoft application is internet browser -based . Point to the component that you want to access and a small hand appears. The hand means that the item is linked, and you can click it to open a new menu or access a component . Home Page After signing in you will see the Home page. It consists of the Navigation bar and Chapter 2 the access to the menus. Menu Access Universal Navigation Header Universal Navigation Header The Universal Navigation Header includes hyperlinks to Home , Worklist , Add to Favorites , and Sign Out . You can access these commands from page. Navigation • eProcurement • Manage Requisitions The Universal Navigation Header hyperlinks are: BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 2 - NAVIGATING IN THE SYSTEM 4 Chapter 2 Home Click to close the current component and return to the default homepage. Worklist Click to access your workflow list, if you have access. Add to Favorites Click to add this page to your favorites list. Favorites are similar to standard browser bookmarks for frequently used folders and pages. Once a favorite is added, it is maintained in t he My Favorites folder in the main menu pagelet. Favorites are specific to your workstation, not user ID. Sign Out Click to terminate a user session. Drop-down Menu Navigation Click on the Main Menu link at the top of the page, to open the menu. Hover the pointer over each folder in the navigation and a new menu opens. When you reach the component, click on the component to access the search page. In the example below, you see the n avigation that enables you to view or create a purchase requisition. Navigation • eProcurement Folder • Manage Component Requisitions A Search field appears at the top of the Main Menu. Enter the name of the page you want to access and click . All content references that are in the portal registry will appear and you can click on the hyperlink of the one you need. Menu Pages Navigation BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 2 - NAVIGATING IN THE SYSTEM 5 Click on the Main Menu link at the top of the page, to open the menu. Click on a folder to display the menu p age for that folder . Navigation Breadcrumbs • eProcurement Component • Manage Requisitions Breadcrumbs appear across the top of the page to show the current navigation . Other folder and com ponents appear on the menu page. Access the one you want by clicking on the hyperlink for that object. Favorites – Recently Used Each time you access a component in the PeopleSoft application, it is added to a Recently Used list on the Favorites menu. This list contains the last five pages that you accessed. To go back to a page used previously in your online session, open the Favorites menu and click on the hyperlink for the component that you want to access. Navigation • Favorites • Recently Used Component Search Page BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 2 - NAVIGATING IN THE SYSTEM 6 Use components to open up the pages where you perform specific actions such as data entry or running processes . The screen capture below shows the search page which is displayed when you access the Manage Requisitions page . Navigation • eProcurement • Manage Requisitions The Search Requisitions section contains fields for you to search for requisitions you have already created. Once you enter the search criteria and click the Search button, the results appear in the Requisitions section. Some of the search fields may already be populated based on your user preferences. Another type of search page is displayed when you access Create Requisitions . On this page you enter a few pieces of information and click the OK button to go to a new page. Navigation • eProcurement • Create Requisitions BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 2 - NAVIGATING IN THE SYSTEM 7 Navigation from Within a Component The breadcrumbs across the page have small arrows underneath each item. When you want to navigate elsewhere in the system, you can open the menu from any of the breadcrumbs to display a menu for new navigation. Navigation • eProcurement • Manage Requisitions • Manage Requisitions BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 2 - NAVIGATING IN THE SYSTEM 8 Retrieving Data Use the search page to find existing values. This page appears when you select a component. Typically, you can enter many types of search criteria. The more fields that you enter, the more specific your search results will be . There are two types of searches: Basic and Advanced. The basic search only displays one search field optio n. If that occurs, click the hyperlink for Advanced Search to enter values for multiple fields. Click the Search button to see results. Scroll through the search box to find the value you want to view. Click that row of data to access it. This example shows the search page for the Manage Requisitions component. Chapter 2 Several values are already populated based on the user’s preferences. When the page is accessed, the results for those default values are displayed. Navigation • eProcurement • Manage Requisitions • Click Search Use the search controls that are displayed on the page to help access information. These include: Look up icon access a Look Up page to find the appropriate value. Calendar icon displays a calendar from which you can select the appropriate date. Drop-down menus allow you to select from allowed values to match your criteria. BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 2 - NAVIGATING IN THE SYSTEM 9 Look Up Page The Look Up icon access a Look Up page to allow you to search and select the value for the search field. Click on the icon to display the Look Up page. This example uses the Look Up page for the Requester field on the page. Navigation • eProcurement • Manage Requisitions • Click Look Up icon for Requestor fiel The drop down list provides additional operators that can be used in a search. These include: Begins with Looks for values that begin with the characters entered. Contains Looks for values that contain the characters entered. = Looks for an exact match for the characters entered. Not = Looks for all values that do not match the characters entered. BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 2 - NAVIGATING IN THE SYSTEM 10 < Looks for all values less than the characters entered. <= Looks for all values less than or equal to the characters entered. > Looks for all characters greater than the characters entered. >= Looks for all values greater than or equal to the characters entered. Between Opens up an additional field that searches for values between the entry in the first field and the entry in the second field. In Expands the field to accommodate multiple values to match. Values must be separated by commas. Wild Cards You can also use wild card values in your search. The available wildcards are: % (percent symbol) Matches one or multiple characters. _ (underscore) Matches only one value. \ (backslash) Indicates that the next character is not to be treated as a wild card. BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 2 - NAVIGATING IN THE SYSTEM 11 Navigation • eProcurement • Manage Requisitions • Requester: “begins with” BW • Click Look Up • Click the hyperlink that is returned Click the hyperlink for the value that matches the one you want to enter. The search page is displayed with the value you selected. Navigation • eProcurement • Manage Requisitions • Requestor = BW_REQUE- STER • Click Search BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 2 - NAVIGATING IN THE SYSTEM 12 Viewing Selected Records The component in the following screen shot contains the data from the record that you searched for. If the status is “Approved”, this data can be viewed but only updated by the authorized Approver. If the Requisition Status is “Open” the authorized Requester can make changes to the requisition. Navigation • eProcurement • Manage Requisitions • Requestor = BW_REQUE- STER • Click Search • Click hyperlink in search results Viewing and Updating Data You can view or update the information contained within the selected record. There are several ways to navigate through the data. Components may have tabs at the top or hyperlinks to move to other pages. You can click either of those to access the specific page. When you click one of these links, the new page also contains component links that will return to the original page.
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